WallStSmart

Carrier Global Corp (CARR)vsEssential Utilities Inc (WTRG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carrier Global Corp generates 784% more annual revenue ($21.87B vs $2.47B). WTRG leads profitability with a 24.9% profit margin vs 6.0%. CARR appears more attractively valued with a PEG of 1.62. WTRG earns a higher WallStSmart Score of 60/100 (C+).

CARR

Hold

43

out of 100

Grade: D

Growth: 4.0Profit: 4.5Value: 4.0Quality: 5.0
Piotroski: 2/9Altman Z: 1.62

WTRG

Buy

60

out of 100

Grade: C+

Growth: 4.7Profit: 7.5Value: 6.7Quality: 3.3
Piotroski: 2/9Altman Z: 0.74
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CARROvervalued (-12.5%)

Margin of Safety

-12.5%

Fair Value

$59.64

Current Price

$67.90

$8.26 premium

UndervaluedFair: $59.64Overvalued
WTRGUndervalued (+47.4%)

Margin of Safety

+47.4%

Fair Value

$71.13

Current Price

$37.54

$33.59 discount

UndervaluedFair: $71.13Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CARR1 strengths · Avg: 9.0/10
Market CapQuality
$56.16B9/10

Large-cap with strong market position

WTRG5 strengths · Avg: 8.6/10
Operating MarginProfitability
32.4%10/10

Strong operational efficiency at 32.4%

Profit MarginProfitability
24.9%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
17.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.7%8/10

15.7% revenue growth

Areas to Watch

CARR4 concerns · Avg: 3.8/10
PEG RatioValuation
1.624/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

Altman Z-ScoreHealth
1.624/10

Distress zone — elevated risk

Profit MarginProfitability
6.0%3/10

6.0% margin — thin

WTRG4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.622/10

Expensive relative to growth rate

EPS GrowthGrowth
-30.0%2/10

Earnings declined 30.0%

Free Cash FlowQuality
$-240.78M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : CARR

The strongest argument for CARR centers on Market Cap.

Bull Case : WTRG

The strongest argument for WTRG centers on Operating Margin, Profit Margin, P/E Ratio. Profitability is solid with margins at 24.9% and operating margin at 32.4%. Revenue growth of 15.7% demonstrates continued momentum.

Bear Case : CARR

The primary concerns for CARR are PEG Ratio, Revenue Growth, Altman Z-Score. A P/E of 45.1x leaves little room for execution misses.

Bear Case : WTRG

The primary concerns for WTRG are Piotroski F-Score, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

CARR profiles as a value stock while WTRG is a growth play — different risk/reward profiles.

CARR carries more volatility with a beta of 1.32 — expect wider price swings.

WTRG is growing revenue faster at 15.7% — sustainability is the question.

CARR generates stronger free cash flow (-15M), providing more financial flexibility.

Bottom Line

WTRG scores higher overall (60/100 vs 43/100), backed by strong 24.9% margins and 15.7% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Carrier Global Corp

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Carrier Global Corporation is an American multinational home appliances corporation based in Palm Beach Gardens, Florida.

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Essential Utilities Inc

UTILITIES · UTILITIES - REGULATED WATER · USA

Essential Utilities, Inc. operates regulated utilities that provide water, wastewater, or natural gas services in the United States. The company is headquartered in Bryn Mawr, Pennsylvania.

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